Beware… but Follow the Money
6 mins. to read
It’s been a pretty bad start for the year on the markets. Filipe R Costa asks whether this is a buying opportunity or a warning.
Filipe R Costa
A Real Recovery or a ‘Dead-Cat Bounce’?
4 mins. to read
This week the S&P 500 closed on a positive note and put an end to a multi-week losing streak that almost led the index into bear territory.
Quality Shares for a Bumpy Market
6 mins. to read
Financial markets are on a roller coaster this year. On the one hand, we have very unfavourable macro and geopolitical conditions. But, on the other hand, the ‘bulls keep buying the dips’.
Commodities are the best hedge this year
3 mins. to read
A mix of conditions, including disruption created by the pandemic, years of monetary easing and the Russian invasion have all contributed to a fertile investment environment.
Investing during inflation and war
8 mins. to read
Only two months into the year, we also have a war in Europe, commodities at skyrocketing prices, supply-chain disruptions and even higher consumer prices.
Building a portfolio of quality dividend-paying stocks
3 mins. to read
With bonds offering almost nothing and threatened by inflation, Filipe R Costa believes that dividend-paying stocks may be a good bet.
Rotating to non-discretionary stocks
7 mins. to read
With the Omicron variant less harmful than its predecessors and life returning to normal, the focus is now on what’s happening to the economy and how central-bank policy will unfold in the near future.
A bet against oil prices
4 mins. to read
Even though the fundamentals are currently favourable, Filipe R Costa believes the demand side of the market may not support this much longer.
Global monetary tightening may help European stocks
8 mins. to read
This year will be all about the outlook for rates instead, as central banks around the world move together into a new rate cycle.
Is it time to replace growth and ‘meme’ for value?
6 mins. to read
Growth, as an investment style, has completely outperformed value during the last 10 years.